Year-round tax planning for small businesses — built around your actual financials, not a one-size-fits-all checklist.

Tax Strategy That Starts in January, Not April

Most Business Owners Only Think About Taxes When It's Too Late

What Proactive Tax Planning Covers

By the time tax season arrives, most of the decisions that shape your bill have already been made. Income was recognized, expenses were timed, and entity structure stayed the same — not because those were the right moves, but because no one was looking ahead. Business tax planning is about changing that dynamic before the year closes, not scrambling to explain it after.

At Hartmann & Associates, we work with small business owners throughout the year to identify strategies specific to their situation. That means reviewing your actual numbers, understanding how your business is structured, and helping you make financial decisions with the tax impact already factored in — not discovered later.

Tax planning sessions are built around your specific financials, not generic advice. Depending on your situation, we may address:

• Entity structure — whether your current setup (sole proprietor, LLC, S-Corp, C-Corp) still makes sense as your revenue grows
• Income and expense timing — when to accelerate deductions or defer income to reduce taxable liability
• Deduction strategy — identifying legitimate deductions you may be overlooking based on your actual spending
• Retirement and compensation planning — structuring owner pay and contributions to minimize tax exposure
• Estimated tax payments — keeping you on track throughout the year to avoid penalties and surprises
• Major financial decisions — evaluating the tax implications of purchases, hires, or expansions before you commit

If your situation calls for deeper financial strategy, our fractional CFO services build on this foundation with ongoing advisory support.

Your Books Are the Starting Point for Every Planning Conversation

Good tax planning requires accurate, current financial data. That's one reason our bookkeeping clients are well-positioned for meaningful planning conversations — we already know their numbers. When your books are current and organized, we can move directly into strategy rather than spending the session reconstructing what happened.

For business owners who handle their own bookkeeping or work with another provider, we can still conduct tax planning sessions — but the quality of the conversation depends on the quality of the data you bring. If your records need attention first, our bookkeeping and accounting services can get them to a place where real planning is possible.

Why "We'll Handle It at Tax Time" Costs You Money

Waiting until filing season to think about taxes isn't neutral — it's expensive. Decisions made without tax context throughout the year tend to cost more than they should. A purchase timed differently, a compensation structure adjusted earlier, or an entity change made before year-end can each make a meaningful difference. Those opportunities don't exist in March.

Year-round tax advisory is available to business clients across Reno, Sparks, Carson City, and the broader Northern Nevada region. Whether you're a startup still figuring out your structure or an established business looking to reduce what you owe, the right time to start planning is before the numbers are locked in.